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Alma reporting codes are sets of customizable controlled vocabularies added to purchase orders to support reporting needs. Here are some reminders about reporting codes:
Reporting code isn’t a required field, but users do see an Alert when saving the order if they haven't chosen a reporting code.
You can add a reporting code to an order at any point in the lifecycle (even when they're closed)
Reporting codes apply to all libraries within our Alma instance (we can’t create separate sets of values for Law, Ford, etc)
Reporting codes display on invoice lines that are linked to a PO and you can customize your invoice line view to include multiple reporting codes.
Proposed List of Reporting Codes
The following list contains reporting codes suggested by members of the Alma Acquisitions Implementation Team. Further discussion is needed to finalize this list, so the use of reporting codes may change as we learn more about Alma functionality and our reporting needs.
Reporting Code 1: Order Material Type
We plan to apply the Aleph order material type to our migrated orders after go-live using the PO Line API to update Reporting Code 1. The PO Line Type in Alma is not as granular as we’d like for our reporting needs and the PO Material Type for electronic orders is not a customizable list. To best accommodate our reporting needs, Reporting Code 1 contains a list of order material types.
Note: Discussion 4/25/24 about open gap to identify Packages
Reporting Code 1 |
---|
Audio Book |
Annual Access Fee |
Books on CD |
CDROM |
CD Recording |
Code/Stat (tentative - needed by Law) |
Court Rept (tentative - needed by Law) |
Data and Datasets |
Database |
Digest (tentative - needed by Law) |
DVD |
Electronic Book |
Electronic Continuation |
Electronic Journal |
Electronic Monographic Series |
Electronic Newspaper |
Electronic Serial |
Electronic Sets |
Foreign PM (tentative - needed by Law) |
Looseleaf Serial (tentative - needed by Law) |
Looseleaf Treatise (tentative - needed by Law) |
Manuscript |
Microfiche |
Microfilm |
Microform |
Monographic Series |
Map |
Miscellaneous Credit |
Miscellaneous Fee |
Newspaper |
Print Continuation |
Print and Electronic Journal |
Print and Electronic Serial |
Print and Electronic Sets |
Print Book |
Print Journal |
Print Newspaper |
Print Serial |
Score |
Sets (Question for law - could this be used for Encyc/Set?) |
Suppl Tr (tentative - needed by Law) |
Streaming Media |
Video |
Working Tools (Tentative - used by Ford in Order Group, but need to confirm whether his is needed for future orders) |
Other Order Reporting Code Requests to Consider/Discuss
Department (selector initials)
Order Group - Propose adding to Reporting Code 1 (material types)
Update on 5/13: Julie added tentative values to the Reporting Code 1 list above to include the Law library values as a proposal for review.
The Aleph Order Group is used by the Law Library to indicate publication types. Could these values be added to Reporting Code 1?
For reference in reviewing this request, the following is a count of active orders (status SU or SV) by Ordering Unit and Order Group:
Ordering Unit | Order Group | Description | Count of Active Orders |
---|
Ford Library Order Counts |
FORDO | s | Serial | 405 |
FORDO | b | Book/Monograph | 322 |
FORDO | null | | 164 |
FORDO | w | Working Tools | 120 |
FORDO | B | ? | 118 |
FORDO | l | Looseleaf Treatise | 6 |
FORDO | v | Looseleaf Serial | 6 |
FORDO | S | ?? | 1 |
Law Library Order Counts |
LAWO | s | Serial | 684 |
LAWO | b | Book/Monograph | 236 |
LAWO | d | Code/Stat | 118 |
LAWO | y | Foreign PM | 68 |
LAWO | u | Suppl Tr | 63 |
LAWO | l | Looseleaf Treatise | 51 |
LAWO | c | Court Rept | 40 |
LAWO | g | Digest | 6 |
LAWO | null | | 6 |
LAWO | - | | 5 |
LAWO | e | Encyc/Set | 4 |
LAWO | S | ? | 1 |
LAWO | v | Looseleaf Serial | 1 |
Med Center Library Order Counts |
MCLO | s | Serial | 576 |
MCLO | b | Book/Monograph | 50 |
MCLO | null | | 5 |
MCLO | S | ? | 5 |
DUL Order Counts |
PERKO | null | | 14995 |
PERKO | ys | | 1239 |
PERKO | swc | | 664 |
PERKO | jmb | | 614 |
PERKO | bsc | | 609 |
PERKO | wdv | | 572 |
PERKO | smb | | 529 |
PERKO | SWC | | 327 |
PERKO | WILEY | | 290 |
PERKO | RL | | 217 |
PERKO | feg | | 211 |
PERKO | ts | | 148 |
PERKO | WDV | | 87 |
PERKO | yid2 | | 51 |
PERKO | rl | | 49 |
PERKO | kap | | 34 |
PERKO | deb | | 33 |
PERKO | me | | 24 |
PERKO | Nature | | 21 |
PERKO | ELSEVIER | | 21 |
PERKO | sat | | 18 |
PERKO | IM | | 17 |
PERKO | b | | 15 |
PERKO | Wiley | | 8 |
PERKO | SAGE | | 7 |
PERKO | yid | | 5 |
PERKO | s | | 4 |
PERKO | YID2 | | 3 |
PERKO | SPRINGER | | 2 |
PERKO | jkw | | 2 |
PERKO | Yid | | 1 |
PERKO | jnj | | 1 |
PERKO | wiley | | 1 |
PERKO | IOP | | 1 |
PERKO | yid/csf17 | | 1 |
PERKO | a | | 1 |
PERKO | ccs | | 1 |
PERKO | AHB | | 1 |
Law Foreign Expenditure
LC class number in 949 field for tracking specific foreign expenditure. Usually it is a 1-3 character code.
Publication Status
Acquisition Method in Aleph is used to track publication status of ongoing orders such as “Delayed Publication” and “Suspended”- doesn’t exist in Alma.